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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,521 | $162,136-77.5% | $152,301-76.0% | $154,746-76.4% |
| Participation rate | 60.9% | 84.1%-23.2pp | 82.4%-21.6pp | 80.7%-19.8pp |
| Annual return | 19.70% | 91.02%-71.3pp | 80.50%-60.8pp | 172.34%-152.6pp |
| Employer contribution / active EE | $1,968 | $4,890-59.8% | $4,624-57.4% | $4,379-55.1% |
| Participant deferral / active EE | $2,922 | $8,341-65.0% | $8,004-63.5% | $6,730-56.6% |
| Admin fee / account holder | $737 | $15,759-95.3% | $14,398-94.9% | $14,365-94.9% |